Kevin Helps Entrepreneurs & High-Income Earners Plan for What Matters Most
Liquidity event coming up? Major decision on the horizon? We turn complex wealth into confident action.
Helping clients answer questions like…
How do I manage a major liquidity event in a tax-efficient, strategic way?
How can I reduce future tax burdens and prepare my family for what comes next?
How do I build a long-term plan that aligns with my family values?
Am I taking the right amount of risk—and for the right reasons?
How can I reduce future tax burdens and prepare my family for what comes next?
Meet Kevin Newbert, CFP®
Kevin is a Financial Advisor at Ausperity Private Wealth, where he works with business owners, senior executives, and high-income professionals to navigate complex financial decisions with clarity and purpose.
With a background in managing multi-billion-dollar portfolios, co-founding and selling a real estate investment firm, and advising entrepreneurs through major liquidity events, Kevin brings both technical expertise and firsthand experience to every conversation.
Start Planning with Clarity and Confidence
Wherever you are in your journey — navigating a big decision, preparing for a sale, or just needing a second opinion — we are here to help you move forward with purpose.